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Sponsor portfolioWelfare / HealthEIN 94-3409003
INTELLISWIFT SOFTWARE, INC
39600 BALENTINE DR SUITE 200 · NEWARK, CA 94560
5104569677
- Plans filed
- 1
- Years active
- 2017–2024
- Industry
- NAICS 54
- Latest filing
- 2024
Total premiums (latest)
$1.7M
No prior year
Persons covered
190
No prior year
Total participants
190
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.5M | 56.2% | |
| Prescription drug | $320K | 12.2% | |
| Dental | $200K | 7.7% | |
| Life | $200K | 7.7% | |
| Short-term disability | $200K | 7.7% | |
| Other | $200K | 7.7% | |
| Vision | $25K | 1.0% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 362739571 | H | $1.1M | 67.8% | 1 | 1 | 163 |
EIN 941340523 | HRx | $320K | 18.9% | 1 | 2 | 47 |
EIN 135123390 | DLSTDOth | $200K | 11.8% | 1 | 1 | 190 |
EIN 430949844 | V | $25K | 1.5% | 1 | 1 | 124 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MATRIX INSURANCE AGENCY | FREMONT, CA | FIDELITY SECURITY LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY | $93K | $0 | $93K | 74.8% | 1 |
| REUBEN WARNER ASSOCIATES, INC. | WEST LAKE, CA | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY | $31K | $0 | $31K | 25.2% | 1 |
History & trajectory
8 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan